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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
926
Financial Gravity Asset Management
Texas
$3.98K +$4.12K +55 New
HFS
927
Hughes Financial Services
Virginia
$3.74K – – –
BL
928
BFSG LLC
California
$3.61K – – –
HI
929
Hoey Investments
Pennsylvania
$3.61K – – –
CFG
930
Clayton Financial Group
Missouri
$3.61K +$3.74K +50 New
GEA
931
Glen Eagle Advisors
New Jersey
$3.54K – – –
HWA
932
Heritage Wealth Advisors
Virginia
$3.54K – – –
AWM
933
Abound Wealth Management
Tennessee
$3.31K +$2.32K +31 +207%
SHIM
934
Stone House Investment Management
Pennsylvania
$3.25K +$3.37K +45 New
BGAI
935
Bruce G. Allen Investments
Colorado
$3.11K – – –
GWSA
936
Global Wealth Strategies & Associates
Colorado
$3.11K – – –
RWM
937
Raffa Wealth Management
District of Columbia
$3.04K +$749 +10 +31%
CIAS
938
CBIZ Investment Advisory Services
Ohio
$3.04K +$1.42K +19 +83%
CCM
939
Cloud Capital Management
Washington
$3K +$4.49K +60 New
HIMS
940
Hager Investment Management Services
New Hampshire
$2.89K – – –
PCTC
941
Perkins Coie Trust Company
Washington
$2.89K +$2.99K +40 New
GBT
942
Grove Bank & Trust
Florida
$2.75K -$2.62K -35 -48%
MAM
943
MMA Asset Management
Pennsylvania
$2.75K +$2.84K +38 New
HHGA
944
Halbert Hargrove Global Advisors
California
$2.67K +$2.77K +37 New
BAM
945
Bellevue Asset Management
Washington
$2.6K – – –
CTA
946
Colonial Trust Advisors
South Carolina
$2.53K – – –
BI
947
Binnacle Investments
Iowa
$2.53K +$823 +11 +46%
SC
948
Swan Capital
Florida
$2.53K +$2.62K +35 New
DPW
949
DiNuzzo Private Wealth
Pennsylvania
$2.47K – – –
EWP
950
Elevation Wealth Partners
California
$2.46K +$2.54K +34 New
36 37
38
39 40